Happy New Years
Wishing you a Happy New Year! 🎉 May 2019 bring you and your family, peace, joy and happiness!
Happy Holidays!
Happy Holidays 🎄🎁🎅🤶🎉❄ We wish you and your family the best this holiday! Enjoy your presents, meals, and most importantly family and loved ones!
End of Year Financial Checklist
As we near the end of year its a good time to make sure you make sure you're good to go with your finances ✅ Here are some (but not all!) to keep in mind: Put funds in your HSA account (if eligible) the max contribution for families is $6900, for individuals its $3,450 before taxes. Realize any capital gains losses (they can be used up to $3,000 against ordinary income as well) Max out your 401k (if possible) Contribute to your 529 plan (if you have kids or grandkids) And of course make sure to donate to charity before December 31!